WBH ADVISORY INC

Position in AFL — Aflac Inc

CIK 1259671 BALTIMORE, MD

Position in AFL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$496,788

+$20,976 QoQ

Shares Held

4,237

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#961

of 1,687 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 48% Shared 0% None 52%

Financial Services · as of Jun 30, 2026

WBH ADVISORY INC holds $1,367,704 across 3 Insurance - Life names. AFL ranks #1 (36.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	4,237	$496,788
2	PRU	Prudential Financial Inc	4,257	$459,458
3	MET	Metlife Inc	4,863	$411,458

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$496,788	4,237	-2.3%	Shares	Sole	2026-08-05
2026-03-31	$475,812	4,337	-1.1%	Shares	Sole	2026-04-27
2025-12-31	$483,754	4,387	0.0%	Shares	Sole	2026-01-26
2025-09-30	$490,027	4,387	-3.3%	Shares	Sole	2025-10-30
2025-06-30	$478,472	4,537	-1.4%	Shares	Sole	2025-07-30
2025-03-31	$511,474	4,600	-3.5%	Shares	Sole	2025-05-12
2024-12-31	$492,995	4,766	-12.6%	Shares	Sole	2025-01-31
2024-09-30	$609,533	5,452	-9.1%	Shares	Sole	2024-10-15
2024-06-30	$535,770	5,999	-2.7%	Shares	Sole	2024-07-11
2024-03-31	$529,498	6,167	-1.5%	Shares	Sole	2024-04-16
2023-12-31	$516,615	6,262	0.0%	Shares	Sole	2024-01-09
2023-09-30	$480,608	6,262	0.0%	Shares	Sole	2023-10-10
2023-06-30	$437,087	6,262	0.0%	Shares	Sole	2023-07-12
2023-03-31	$404,024	6,262	0.0%	Shares	Sole	2023-04-20
2022-09-30	$351,924	6,262	-5.3%	Shares	Sole	2022-10-18
2022-06-30	$365,841	6,612	0.0%	Shares	Sole	2022-07-12
2022-03-31	$425,746	6,612	-6.5%	Shares	Sole	2022-04-29
2021-12-31	$412,934	7,072	-1.4%	Shares	Sole	2022-01-28
2021-09-30	$373,876	7,172	-2.7%	Shares	Sole	2021-10-25
2021-06-30	$395,581	7,372	-3.3%	Shares	Sole	2021-07-27
2021-03-31	$390,093	7,622	-2.6%	Shares	Sole	2021-04-19
2020-12-31	$347,844	7,822	-6.0%	Shares	Sole	2021-01-21
2020-09-30	$302,504	8,322	-6.7%	Shares	Sole	2020-10-27
2020-06-30	$321,459	8,922	-3.6%	Shares	Sole	2020-08-05
2020-03-31	$316,993	9,258	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.